We are live on ! Find out more
MRK icon

Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2001
Portfolio Strategies
New York
$31K -$12K -188 -29%
HWM
2002
Holloway Wealth Management
Florida
$31K – – –
KC
2003
KHP Capital
Oklahoma
$31K – – –
MCM
2004
Mainstay Capital Management
Michigan
$30K -$6.69K -105 -19%
AP
2005
Arlington Partners
Alabama
$30K – – –
WA
2006
WP Advisors
California
$30K +$191 +3 +0.7%
WAM
2007
Watermark Asset Management
California
$29K – – –
MSFP
2008
Mark Sheptoff Financial Planning
Connecticut
$28K -$319 -5 -1%
CJA
2009
C-J Advisory
California
$28K – – –
CPA
2010
Cowen Prime Advisors
New York
$28K – – –
FEG
2011
Financial Enhancement Group
Indiana
$28K – – –
SFA
2012
Spectrum Financial Alliance
Kentucky
$28K – – –
TA
2013
Townsend & Associates
Colorado
$28K +$191 +3 +0.7%
NCM
2014
New Capital Management
Texas
$27K – – –
JIM
2015
Jupiter Investment Management
United Kingdom
$26K -$9.36M -146,924 -100%
GWA
2016
Guidant Wealth Advisors
Illinois
$24K – – –
CAGAS
2017
Capital Advisory Group Advisory Services
Minnesota
$22K -$16.8K -264 -44%
ICOM
2018
Investment Counselors of Maryland
Maryland
$22K – – –
BL
2019
Balentine LLC
Georgia
$22K +$6.05K +95 +41%
RWM
2020
Raffa Wealth Management
District of Columbia
$21.2K – – –
BCM
2021
Brasada Capital Management
Texas
$21K +$19.4K +305 New
SWM
2022
Selective Wealth Management
Virginia
$21K +$19.4K +305 New
RFWA
2023
RPg Family Wealth Advisory
Massachusetts
$20.1K -$14.8K -232 -44%
MIM
2024
Macroview Investment Management
Maryland
$20K – – –
AJ
2025
Ashburton (Jersey)
Jersey
$19.3K -$2.89M -45,398 -14%
79 80
81
82 83